Operelio
BridgeantAI

Bridgeant: AI RevOps agent for HubSpot, Salesforce and Pipedrive

The AI RevOps agent for your leads and your CRM.

Tell Bridgeant what you need. It builds the trails that get your leads into your CRM, changes them when you ask, reports on them and checks them every morning. Nothing goes live without your yes.

Get started freeSee pricing

Build a trail for new leads from our website demo form… It built six steps, and asked how to spot test entries instead of guessing.

Send leads from Germany to Anna Weber. It drafted that one change. Leads keep going where they go now until you test it.

How did leads do this month? 92 leads in, 86 reached a rep, from the same figures as your Analytics page.

Anything I should fix? 17 of 25 Typeform leads scored 1 or 2 or looked like spam, so it offers to send low scorers to your review first.

No question needed. Each morning it checks every trail and tells you what needs you, with the fix.

The trail Bridgeant built from one sentence, saved and switched off with 4 things left on its checklist: six steps from the website form through Deduplicate, Remove suppressed contacts, Verify the email addresses and Scorecard to Push to HubSpot, then the lead score and each routing rule with the words you used. The chat beside it shows the conversation.
The trail Bridgeant built from one sentence, saved and switched off with 4 things left on its checklist: six steps from the website form through Deduplicate, Remove suppressed contacts, Verify the email addresses and Scorecard to Push to HubSpot, then the lead score and each routing rule with the words you used. The chat beside it shows the conversation.

What is an AI RevOps agent?

It does the RevOps work, and asks before it changes anything.

An AI RevOps agent does the lead work a RevOps person does: it cleans and verifies each new lead and list, checks them against your CRM, scores them and routes each one to the right owner. Bridgeant does that work in Operelio, with your real HubSpot, Salesforce or Pipedrive fields and users.

On its own

Building trails

  • Builds a trail from one sentence, with your CRM's real fields and users. It asks when it can't tell what you mean.
  • Starts from one of the twelve trail templates when your ask matches one.
  • Tests the trail on your sample file, shows each lead before and after, and says why each step is there.
  • Shows what a run costs in jobs before you save, against what's left on your plan.

Changing and watching

  • Drafts the change you ask for, and nothing else.
  • Keeps the trail it first built, so you can go back to it after your own edits.
  • Finds what to fix, with the numbers behind each suggestion. With fewer than 20 leads or 3 pushes, it waits until it has more to go on.
  • Checks every trail each morning on Starter and up for stops, CRM connections about to lapse, leads left waiting and a bounce rate that rose two weeks running, and leaves you a note with the fix.

Answering

  • Answers from your Analytics figures, with a link to check them.
  • Answers about your setup: plan, usage, territories, Do Not Contact list, saved mappings and team.
  • Tells you what's left to set up on any trail it built.
  • Plans the steps to clean, merge, match, split or reshape a file, with row counts.
  • Answers questions about a file: counts, top values, blanks and totals by group.
  • Tells you which files in your library still need cleaning.

Only with your yes

  • Saving a trail, from a build or a cleanup plan, and switching it on.
  • Putting a change live. On a trail Bridgeant built, a change can't go live until a test of that exact draft passes.
  • Running a cleanup plan, a saved workflow or a trail on your file.
  • Any change your own AI assistant asks it to make.

From one sentence to a live trail

It builds the trail, and you decide when it goes live.

One trail, start to finish, in the app. Bridgeant does the building. Anything that touches your CRM waits for you.

  1. You ask

    One sentence. It drafts the trail, and asks about the parts it couldn't tell.

    Bridgeant's reply: Your trail is drafted. Four parts aren't set up, including the test-entry and student rules, which it couldn't turn into rules from the wording alone. If you tell me how to spot them, I can add them, for example a Job Title containing student.

  2. You answer

    It adds the rules, and each one shows the words you used.

    Your answer, Students have Student as their Job Title and Test entries have Test as the first name, and the new rules beside it: Test leads are dropped, You said Test entries have Test as the first name. Student leads are dropped, You said Students have Student as their Job Title. United Kingdom leads to Sam Patel. Everyone else to Maya Ross and Dev Shah in turn.

  3. It says what's left

    You save it, switched off. Ask what's left and it lists each step.

    You ask What's left before I can switch it on? Bridgeant: Your trail is 5 of 9 steps done. Done: pick the folder leads arrive in, connect HubSpot, match each owner to a HubSpot user, move to a plan that runs live trails, add the Do Not Contact step. Still to do: save how single leads go into HubSpot, get one real lead in, check what goes to HubSpot, test it on that lead.

  4. You test, then switch on

    Switch on stays locked until a test runs on one real lead. For its first 7 days live, every lead waits for your OK.

    The trail's page: 1 check left, with Switch on waiting and the note Test it on that lead first. Before it switches on, 8 of 9 done. Test it on that lead: holds the push, so nothing goes to HubSpot, uses 3 jobs, with a Run the test button. For its first 7 days live, every lead waits for your OK before it goes to HubSpot.

Compared

Bridgeant, a chatbot, or doing it by hand.

The same five RevOps jobs, done three ways.

A general AI chatbotBy handBridgeant
Set up a new lead sourceTells you the steps to takeYou build every step and ruleBuilds the trail from one sentence, with your CRM's fields and users
Change who gets leadsExplains where the setting isYou edit the rule while it's liveDrafts the change for you to put live, after a passing test on a trail it built
Report on leadsKnows only what you paste inYou pull the numbers togetherAnswers from your Analytics figures, with a link to check them
Notice when something breaksCan't see your trailsWhen someone spots itChecks every trail each morning and tells you, with the fix
Clean a list for the CRMGives you formulas to runYou fix it in a spreadsheetPlans the steps to clean, merge, match or split it, and runs them when you say yes

Your CRM

It works in the CRM you already use.

Bridgeant builds with the fields and users in your CRM, so a trail sends leads to people who are really there.

  • HubSpot
  • Salesforce
  • Pipedrive
  1. Website demo form leads to HubSpotEach file or lead
  2. DeduplicateFull row match, keep last
  3. Remove suppressed contactsYour Do Not Contact list
  4. Verify emailsQuick clean, free
  5. Scorecard2 rules, 3 for review
  6. CRM FormatterApplied fresh on every run
  7. Check against HubSpotBefore anything goes to HubSpot
  8. Safety checksAlways on before a push
  9. Push to HubSpotWaits for you every time
The trail it built, as it shows on the trail's page. The push waits for you every time, until you let clean runs go on their own.
Your real users
Tell it who gets which leads by name. Before the trail can switch on, you match each name to a user in your CRM.
Checked first
Every lead is checked against your CRM before anything goes in, and Safety checks always run before a push.
Fills gaps, keeps your data
A trail it builds fills empty fields only and never overwrites one.
Contacts and deals
Each lead makes a contact (a Lead or Contact on Salesforce), with its company if you choose, and a deal for the scores you pick. On HubSpot, each score can set the lifecycle stage.

Cleans lists for your CRM

Ask once, get a file ready for HubSpot.

Open a spreadsheet and say what you want. Bridgeant plans the steps to clean, merge, match, split or reshape it, with exact row counts, runs them when you say yes and saves the clean file next to the original.

Get this ready for HubSpot: drop rows with no email or a personal one… It planned 5 steps and how many rows each removes.

You said yes, so it runs the steps one after another on the file.

1,842 rows in, 1,570 ready for HubSpot. The clean copy is saved to Files, and your original is unchanged.

The Bridgeant page with tradeshow-leads.csv open and a five-step plan in the chat: Filter and Extract removes 90 rows, Deduplicate removes 182, then the Do Not Contact check, Data Health Check and CRM Formatter.
The Bridgeant page with tradeshow-leads.csv open and a five-step plan in the chat: Filter and Extract removes 90 rows, Deduplicate removes 182, then the Do Not Contact check, Data Health Check and CRM Formatter.

Who it's for

For teams that need RevOps done, with nobody free to do it.

Sales teams with no RevOps person

Today
Leads wait in an inbox until someone sorts them between calls.
With Bridgeant
Say who gets which leads. It builds the trail that checks, scores and sends each one to the right rep, then looks over that trail every morning.

Lead routingSpeed to lead

Agencies running client workspaces

Today
Every client has its own CRM, its own reps and its own rules, and none of it can mix.
With Bridgeant
It works inside each client's workspace, with that client's fields and users. On Agency, 1,000 messages a month are shared across client workspaces, up to 600 per person, then from bought messages.

Operelio for agencies

From your own AI assistant

Use it from your own AI assistant.

Connect Operelio to your AI assistant through MCP, the standard way assistants use other apps. It can then look up your trails, runs and leads, run tools on your files, push to your CRM and ask Bridgeant. Anything that would change something asks for your yes first.

  • Claude
  • ChatGPT
  • Any other MCP client
  • Sign in with your Operelio account. It works on every plan, within the plan's limits.
  • Looking things up doesn't count toward your monthly API calls.
  • Asking Bridgeant needs Starter or above. Every answer uses one message, except a question about how the whole process works, which gets a free answer from help text.

See the API and MCP server

In Claude

Which leads were held this week, and why?

list_leadsLooks up your leads, read only

6 leads are held on Inbound leads to HubSpot. All 6 are waiting for your review, and the oldest has waited 4 days.

Ask Bridgeant to hold low scores from Typeform for review.

ask_bridgeantPasses the question to Bridgeant

Bridgeant drafted the change on Inbound leads to HubSpot. Confirm it?

confirm_bridgeant_actionAsks you first

Bridgeant on the Free plan

The advisor tells you what to fix.

On the Free plan, Bridgeant works as an advisor, without the AI. Drop in a spreadsheet and it checks the file, then tells you which tools to run and in what order. You run them yourself.

  • Scores the file and lists each issue, with how many rows it hits.
  • Gives you two ways to fix it: each tool in turn, or one pass with the CRM Formatter, with the jobs each way uses.
  • Answers questions about plans, the tools and where to find things.
  • Checking a file uses no jobs, so it still works when your month's jobs are used up.

Compare plans

The advisor's check of tradeshow-leads.csv: a score of 91, Looking good, 2 things to tidy, 1,842 rows and 2 ways to fix them. Way 1, Fix each issue precisely, 2 jobs: your file, then Deduplicate, then Data Health Check, for 182 duplicate rows and 7 inconsistent values, or in one job, the Data Health Check and its fixes. Way 2, One pass with the CRM Formatter, 1 job.

Your data and your bill

What it sees, and what it costs.

It reads a summary of your file.
Column names, counts and your instructions, never what's in your cells.
Every answer shows what it was given.
Open What did Bridgeant see? under any answer.
No lead names or emails in a Morning check note.
Just counts, trail names and the fix.
Every answer uses one message, except a question about how the whole process works, which gets a free answer from help text.
Analytics answers and fix suggestions are included. The Morning check uses none of your messages.
PlanBridgeant messages a month
Free $0None. Bridgeant works as the advisor, without the AI
Starter $39/mo150
Pro $99/mo400 for the workspace, up to 250 per person, then from bought messages
Agency $299/mo1,000 shared with client workspaces, up to 600 per person, then from bought messages

If you run out, it works as the advisor until your messages reset or you buy a pack, and still runs jobs you confirm. Extra messages come in packs from your billing page. See pricing

Questions

Questions about Bridgeant

What is Bridgeant?+

Bridgeant is the agent inside Operelio, the one that does the work: Operelio is the AI RevOps agent for HubSpot, Salesforce and Pipedrive, and Bridgeant builds the trails that clean, check, score and route your leads into your CRM, changes them when you ask, plans and runs cleanups on your files, and on Starter and up checks every trail each morning.

Does Bridgeant read my leads?+

Bridgeant reads a summary of your file: column names, counts and your instructions, never the values in your cells. The What did Bridgeant see? link under each answer shows exactly what it was given.

Can Bridgeant change a live trail on its own?+

No. Every change Bridgeant makes is a draft, and you put it live yourself. On a trail Bridgeant built, a test of that exact draft has to pass first. On your own trail, Operelio warns you if the draft hasn't been tested.

Which CRMs does Bridgeant work with?+

Bridgeant works with HubSpot, Salesforce and Pipedrive. It builds against your real fields and users, and a trail can create contacts or Salesforce Leads, companies and deals, from single leads and from lists.

What does Bridgeant cost?+

Bridgeant's AI comes with Starter and up. Every answer uses one message, except a question about how the whole process works, which gets a free answer from help text. Your plan's messages cover Analytics answers and fix suggestions too. The Morning check uses none of your messages.

Is Bridgeant on the Free plan?+

On the Free plan, Bridgeant works as an advisor, without the AI. It checks your files, tells you which tools to run and answers questions about Operelio. Building and changing trails, and running steps for you, come with Starter and up.

Can I use Bridgeant from Claude or ChatGPT?+

Yes. Connect Operelio's MCP server to Claude, ChatGPT or another MCP client, then ask Bridgeant, look up your trails, runs and leads, run tools on your files or push to your CRM. Changes still wait for your yes.

The RevOps hire you'll never need.

Start free, then move to Starter when you want Bridgeant to do the work: 150 messages a month.

Get started freeSee pricing